Assurant, Inc.
AIZ- Exchange
- NYSE
- Industry
- Insurance Carriers, NEC
- SEC CIK
- 0001267238
In the last 90 days, Assurant, Inc. insiders filed 0 open-market purchases and 1 sale; 614 institutions reported holding it in 13F filings for Q2 2026, worth $13.0B in total; no superinvestor holds it.
Other share classesAIZN
13F holders, Q3 2023
Institutional positions in Assurant, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 420
- +11 vs. Q2 2023
- Shares held
- 49.5M
- −740.6K (−1.5%) vs. Q2 2023
- Total value
- $7.12B
- +$827.2M (+13.1%) vs. Q2 2023
- New holders
- 53
- 130 more added
- Sold out
- 42
- 167 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AIZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 614 | $13.0B |
| Q1 2026 | 586 | $10.2B |
| Q4 2025 | 566 | $11.5B |
| Q3 2025 | 542 | $10.2B |
| Q2 2025 | 548 | $9.49B |
| Q1 2025 | 563 | $10.4B |
| Q4 2024 | 566 | $10.4B |
| Q3 2024 | 524 | $9.72B |
| Q2 2024 | 518 | $8.17B |
| Q1 2024 | 509 | $9.20B |
| Q4 2023 | 485 | $8.20B |
| Q3 2023 | 420 | $7.12B |
| Q2 2023 | 414 | $6.30B |
| Q1 2023 | 417 | $6.03B |
| Q4 2022 | 426 | $6.37B |
| Q3 2022 | 429 | $7.45B |
| Q2 2022 | 453 | $8.77B |
| Q1 2022 | 428 | $9.28B |
| Q4 2021 | 421 | $8.22B |
| Q3 2021 | 421 | $8.56B |
| Q2 2021 | 409 | $8.89B |
| Q1 2021 | 401 | $8.15B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Assurant, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 1,826 | $262.2K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,824 | $261.9K | 0.02% | +165+9.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,799 | $258.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,759 | $252.6K | 0.00% | +152+9.5% | Added |
| Trexquant Investment LP | 1,753 | $251.7K | 0.01% | −27,055−93.9% | Reduced |
| Steel Peak Wealth Management LLC | 1,700 | $244.1K | 0.02% | +1,700 | New |
| M&T Bank Corp | 1,690 | $242.7K | 0.00% | −28−1.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,676 | $240.6K | 0.00% | +20+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,674 | $240.4K | 0.01% | −3−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,656 | $237.8K | 0.00% | +1,656 | New |
| Vident Advisory, LLC | 1,650 | $236.9K | 0.01% | +1,650 | New |
| Calamos Wealth Management LLC | 1,642 | $235.8K | 0.02% | −80−4.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,566 | $224.8K | 0.01% | +1,566 | New |
| Brighton Jones LLC | 1,563 | $224.5K | 0.01% | +1,563 | New |
| Coldstream Capital Management Inc | 1,548 | $222.3K | 0.01% | +1,548 | New |
| Qube Research & Technologies Ltd | 1,540 | $221.1K | 0.00% | +1,540 | New |
| HighTower Advisors, LLC | 1,543 | $221.0K | 0.00% | +1,543 | New |
| Advisor Group Holdings, Inc. | 1,530 | $219.8K | 0.00% | −4,598−75.0% | Reduced |
| Petrus Trust Company, LTA | 1,518 | $218.0K | 0.02% | −1,453−48.9% | Reduced |
| Catalyst Financial Partners LLC | 1,451 | $208.3K | 0.07% | +1,451 | New |
| Red Door Wealth Management, LLC | 1,441 | $206.9K | 0.05% | +1,441 | New |
| Swedbank AB | 1,436 | $206.2K | 0.00% | −25,610−94.7% | Reduced |
| Vestcor Inc | 1,264 | $181.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,180 | $169.4K | 0.04% | +1,180 | New |
| Globeflex Capital L P | 1,100 | $157.9K | 0.02% | +600+120.0% | Added |
| Horizon Investments, LLC | 1,067 | $153.2K | 0.00% | +11+1.0% | Added |
| iA Global Asset Management Inc. | 1,069 | $153.0K | 0.00% | −834−43.8% | Reduced |
| Kapitalo Investimentos Ltda | 924 | $132.7K | 0.02% | +736+391.5% | Added |
| CWM, LLC | 914 | $131.0K | 0.00% | +12+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 905 | $129.9K | 0.00% | −73−7.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 778 | $112.0K | 0.00% | +497+176.9% | Added |
| Quadrant Capital Group LLC | 724 | $104.0K | 0.01% | −6−0.8% | Reduced |
| Banque Cantonale Vaudoise | 703 | $101.0K | 0.01% | −893−56.0% | Reduced |
| Valley National Advisers Inc | 705 | $101.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 690 | $99.1K | 0.00% | −27−3.8% | Reduced |
| ING Groep NV | 657 | $94.3K | 0.00% | −6,935−91.3% | Reduced |
| Ameritas Investment Partners, Inc. | 630 | $90.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 523 | $75.1K | 0.01% | +500+2,173.9% | Added |
| Credit Agricole S A | 498 | $71.5K | 0.00% | +498 | New |
| Householder Group Estate & Retirement Specialist, LLC | 496 | $71.3K | 0.03% | +496 | New |
| Quent Capital, LLC | 494 | $71.0K | 0.01% | −19−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 448 | $64.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 423 | $60.7K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 400 | $57.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 387 | $56.0K | 0.00% | −1,098−73.9% | Reduced |
| Gradient Investments LLC | 379 | $54.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 337 | $48.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 310 | $44.5K | 0.01% | +106+52.0% | Added |
| Sentry Investment Management LLC | 294 | $42.0K | 0.02% | −71−19.5% | Reduced |
| Penserra Capital Management LLC | 294 | $42.0K | 0.00% | −50−14.5% | Reduced |
| Ronald Blue Trust, Inc. | 314 | $39.0K | 0.00% | +66+26.6% | Added |
| Covestor Ltd | 255 | $36.0K | 0.03% | +1+0.4% | Added |
| Walleye Trading LLC | 244 | $35.0K | 0.00% | −7,998−97.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 227 | $32.6K | 0.00% | −247−52.1% | Reduced |
| Harvest Fund Management Co., Ltd | 178 | $26.0K | 0.00% | +91+104.6% | Added |
| Laurel Wealth Advisors LLC | 181 | $26.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 177 | $25.4K | 0.00% | −13−6.8% | Reduced |
| Hexagon Capital Partners LLC | 142 | $20.4K | 0.01% | −3−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 137 | $19.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 125 | $17.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $17.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $16.5K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $14.4K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 99 | $14.2K | 0.00% | +4+4.2% | Added |
| Group One Trading, L.P. | 98 | $14.1K | 0.00% | +98 | New |
| Smithfield Trust Co | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 72 | $10.3K | 0.00% | +63+700.0% | Added |
| Desjardins Global Asset Management Inc. | 70 | $10.1K | 0.00% | −59−45.7% | Reduced |
| TD Private Client Wealth LLC | 67 | $9.62K | 0.00% | −174−72.2% | Reduced |
| Prestige Wealth Management Group LLC | 64 | $9.19K | 0.00% | +15+30.6% | Added |
| West Paces Advisors Inc. | 62 | $8.90K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $8.62K | 0.00% | +7+13.2% | Added |
| Arcadia Investment Management Corp | 55 | $7.90K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $7.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 54 | $7.75K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 41 | $7.00K | 0.01% | +41 | New |
| Venturi Wealth Management, LLC | 48 | $6.89K | 0.00% | +46+2,300.0% | Added |
| SRS Capital Advisors, Inc. | 47 | $6.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $6.75K | 0.00% | +14+42.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $6.00K | 0.00% | +38+760.0% | Added |
| Farther Finance Advisors, LLC | 39 | $5.60K | 0.00% | −1−2.5% | Reduced |
| Glassman Wealth Services | 38 | $5.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 36 | $5.17K | 0.00% | +15+71.4% | Added |
| Strengthening Families & Communities, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 39 | $5.00K | 0.00% | +39 | New |
| Clearstead Advisors, LLC | 34 | $4.88K | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 33 | $4.77K | 0.00% | +28+560.0% | Added |
| Raleigh Capital Management Inc. | 32 | $4.53K | 0.00% | +1+3.2% | Added |
| Versant Capital Management, Inc | 31 | $4.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $4.31K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $3.59K | 0.00% | −3−10.7% | Reduced |
| Westside Investment Management, Inc. | 25 | $3.59K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $3.45K | 0.00% | −19−44.2% | Reduced |
| Manchester Capital Management LLC | 24 | $3.45K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $3.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $3.16K | 0.00% | −1−4.3% | Reduced |